+78.2%
U vs VEEV
+81.4%
-3.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.4% |
| 7D | +2.8% | -2.5% | +5.3% | +4.0% |
| 30D | +7.6% | +0.3% | +7.4% | +7.4% |
| 3M | +12.7% | +25.2% | -12.5% | -0.5% |
| 6M | +87.0% | +89.7% | -2.7% | +32.3% |
| YTD | +13.6% | +35.5% | -21.9% | -5.6% |
| 1Y | +25.3% | +1.8% | +23.5% | +15.7% |
| All | +78.2% | +81.4% | -3.2% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VEEV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling